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- **Smart Water Growth**: 10% FY25 revenue increase driven by Hydroconn connectors and expanding Aquana market share.
- **Energy Solutions Challenges**: 35% FY25 revenue decline due to low oil prices, offset by strategic wins (Pioneer, Petrobras PRM).
- **Industrial Segment Expansion**: 9% Q4 growth from sensors/manufacturing; Heartbeat Detector acquisition adds recurring revenue.
- **Financial Health**: $26.3M cash, $8M credit facility; $9.1M fleet investment.
- **Project Delays**: Petrobras PRM shipments mid-2026; Dawson contract delayed; government projects pushed to 2026.

**CEO Summary Section**
- **Q4 2025 Financials**: Revenue of $30.7 million, net loss of $9.1 million. Full-year revenue $110.8 million, net loss $9.7 million.
- **Smart Water Segment**: 10% FY25 growth driven by Hydroconn connectors; Aquana products gaining traction in U.S. and Caribbean.
- **Energy Solutions**: 35% FY25 revenue decline due to low oil prices and fleet underutilization; strategic wins include Petrobras PRM contract and Pioneer sales.
- **Intelligent Industrial Segment**: 9% Q4 growth from industrial sensors and contract manufacturing; Heartbeat Detector acquisition adds recurring revenue potential.
- **Strategic Moves**: $1.8 million investment in Heartbeat Detector; restructuring Exile product line to improve margins.

**CFO Financial Commentary**
- **Segment Breakdown**: Smart Water ($35.8M FY25), Energy Solutions ($50.7M FY25), Industrial ($24M FY25).
- **Cash Position**: $26.3M cash, $8M credit facility; $9.1M invested in rental fleet and PP&E.
- **Tariff Impact**: Higher COGS in Q4 due to tariffs; procurement team working to mitigate ongoing costs.

**Q&A Highlights**
- **Gross Margin Pressures**: Pioneer manufacturing inefficiencies resolved; expect improved margins in FY26. PRM project expected to offset land node margin challenges.
- **Project Shipments**: Petrobras PRM first shipments mid-2026; Dawson Geophysical contract delayed by customer. Navy projects delayed until Q3/Q4 2026.
- **Government Contracts**: CBP tunnel detection project feedback expected Q2 2026; Navy project delayed to mid-2026.

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